AG
XCOR icon

AlTi Global’s FundX ETF XCOR Stock Holding History

AlTi Global’s Portfolio XCOR Stock Details XCOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$588K Sell
6,485
-818
-11% -$70.7K 0.01% 335
2026
Q1 		$560K Buy
7,303
+31
+0.4% +$2.48K 0.01% 302
2025
Q4 		$587K Hold
7,272
– – 0.01% 293
2025
Q3 		$569K Hold
7,272
– – 0.01% 302
2025
Q2 		$532K Hold
7,272
– – 0.01% 297
2025
Q1 		$476K Hold
7,272
– – 0.01% 281
2024
Q4 		$521K Hold
7,272
– – 0.01% 275
2024
Q3 		$494K Hold
7,272
– – 0.01% 272
2024
Q2 		$482K Hold
7,272
– – 0.01% 262
2024
Q1 		$447K Buy
+7,272
New +$427K 0.01% 266

Other funds holding XCOR

OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
BCM
Basso Capital Management Stamford, Connecticut $469M AUM 32.23% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
EW
Element Wealth Ridgeland, Mississippi $267M AUM 25.65% 1-Year Est. Return
AIA
AIMZ Investment Advisors Los Altos, California $363M AUM 29.68% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AlTi Global's XCOR Position: Q2 2026 in Review

AlTi Global reduced its FundX ETF (XCOR) stake by 11% in Q2 2026, selling an estimated $70.7K and leaving 6,485 shares worth $588K. The position accounts for 0.01% of the portfolio, ranked #335.

AlTi Global first reported a position in XCOR in Q1 2024 and has held it in 10 quarters since. 14 funds tracked by Wall St. Rank hold XCOR as of Q2 2026.

  • AlTi Global held 6,485 shares of FundX ETF worth $588K as of Q2 2026.
  • AlTi Global sold 818 FundX ETF shares in Q2 2026, an estimated $70.7K.
  • FundX ETF made up 0.01% of AlTi Global's portfolio in Q2 2026, its #335 holding.
  • AlTi Global first reported a position in FundX ETF in Q1 2024 and has held it in 10 quarters since.
  • 14 funds tracked by Wall St. Rank held FundX ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.